iShares Core S&P 500 ETF $IVV is Trilogy Capital Inc.’s 4th Largest Position

Trilogy Capital Inc. raised its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.4% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 150,835 shares of the ETF’s stock after purchasing an additional 6,362 shares during the period. iShares Core S&P 500 ETF accounts for approximately 4.4% of Trilogy Capital Inc.’s investment portfolio, making the stock its 4th largest holding. Trilogy Capital Inc.’s holdings in iShares Core S&P 500 ETF were worth $112,958,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in IVV. Keenan LLC purchased a new position in shares of iShares Core S&P 500 ETF in the 4th quarter worth approximately $26,000. Decker Retirement Planning Inc. purchased a new stake in iShares Core S&P 500 ETF during the fourth quarter valued at approximately $29,000. Punch & Associates Investment Management Inc. lifted its position in iShares Core S&P 500 ETF by 50.0% during the first quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock valued at $27,000 after acquiring an additional 14 shares during the last quarter. GS Investments Inc. boosted its stake in iShares Core S&P 500 ETF by 83.3% in the fourth quarter. GS Investments Inc. now owns 44 shares of the ETF’s stock valued at $30,000 after acquiring an additional 20 shares in the last quarter. Finally, Palouse Capital Management Inc. acquired a new stake in iShares Core S&P 500 ETF in the fourth quarter valued at approximately $38,000. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Trading Up 1.5%

NYSEARCA IVV opened at $761.32 on Tuesday. The firm’s fifty day simple moving average is $748.63 and its two-hundred day simple moving average is $713.63. The firm has a market capitalization of $886.06 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12-month low of $628.59 and a 12-month high of $764.00.

iShares Core S&P 500 ETF Profile

iShares Core S&P 500 ETF (the Fund) is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Standard & Poor’s 500 Index (the Index). The Index measures the performance of the large-capitalization sector of the United States equity market. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.